Added to YB: 2026-02-17
Pitch date: 2026-02-13
ABNB [neutral]
Airbnb, Inc.
+3.06%
current return
Author Info
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Company Info
Airbnb, Inc., together with its subsidiaries, operates a platform for stays, experiences, and services worldwide.
Market Cap
$74.5B
Pitch Price
$122.08
Price Target
N/A
Dividend
N/A
EV/EBITDA
24.78
P/E
30.80
EV/Sales
5.37
Sector
Hotels, Restaurants and Leisure
Category
growth
Airbnb Earnings
ABNB (earnings): Q4 rev $2.78B (+12% YoY) beat, GBV $20B (+16% YoY) strongest in 2yrs; Q1'26 guide $2.59-2.63B (+15% YoY) beat; nights +10%, ADR +6%. Hotels growing 2x platform rate. AI handling 30% tickets. FY25 FCF $4.6B (38% margin), $3.8B buybacks. BUT EPS $0.56 missed -15%, net margin 12.3% (-6.3pp YoY), take rate down 0.5pp
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